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Partner at Premier Consultants
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Senior Wealth Manager - HNI/UHNI Segment - Financial Services (5-12 yrs)
Opportunity with India's most rapid growing brand with current net worth of 5542 Cr+, 40 Lac + customers, $ 21 billions asset under advice and employee strength of more than 19,000 employees.
Designation : Senior Wealth Manager
Location : Mumbai
Requirements : Candidate should have experience:
- Acquiring, Managing and Servicing Ultra High / High Net worth Clients
- Min Investment of Rs. 25 Lakhs and above
- Across all asset classes in a Broking/Private bank/wealth management set up.
Job Role :
1. Acquisition of UHNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
2. Managing client relationship and generate AUM from preferred clients.
3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
4. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.
5. To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
6. To conduct and assist in organizing seminars, workshops and other business development activities.
If this excites you can contact on 9601882882.
1. Updated CV :
2. Current Salary :
3. Expected Salary :
4. Notice Period :
The package offered would be the best in industry!
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